Free Trial Pipeline Tracker.
Every active trial on one board, from signup to activated to converted or lost.
About this template
A pipeline board for sales assist teams running product led trials. Each trial account moves through signup, activated, engaged, proposal, and closed stages, with seats, expected plan, days left, and owner on every card. A table view and conversion summary show trial to paid rate by source and plan.
The live demo ships with sample data: About 60 in flight trial accounts with realistic company names, trial start and end dates, activation milestones, and a history of closed trials so conversion rates by source compute from real rows.
The prompt behind this template
This is the exact description the Prized agent built it from. Yours can be one sentence: the agent fills in the rest, and you refine from there.
Show the full prompt
Build a free trial pipeline tracker for the sales assist team at Sundial Metrics, a fictional product analytics SaaS with a 14 day self serve trial and two paid plans, Team at $299 and Business at $799 per month. The team is four people: Priya, Marcus, Elena, and Tom. Layout: a three way view switcher at the top: Board (default), Table, Conversions. Board view: five columns for the trial stages Signup, Activated, Engaged, Proposal, and Closed. Each card shows company name, seat count, expected plan, a days-left chip colored green above 7 days, amber for 3 to 7, red under 3 or expired, the owner's initials, and a source badge (Paid ads, Organic, Partner referral, Outbound). The Closed column shows the most recent 8 with a Won or Lost badge. Members get a stage menu on each card to advance it and an Add trial button opening a dialog that captures company, source, seats, expected plan, start date, and owner; visitors see a perfectly readable board without either. Table view: the same accounts as a sortable table with all card fields plus start and end dates, default sorted by days left ascending so the most urgent trials top the list. Filters for owner, source, and stage apply to both Board and Table. Conversions view: four stat cards: trial to paid rate (about 28 percent), active trials (54), trials ending this week (9), expected MRR in pipeline (about $31,000). Below them, two grouped bar charts computed from closed history: conversion rate by source, and conversion rate by expected plan. Data to seed: 60 trials on the board with realistic fictional company names (Larkspur Robotics, Meadowbank Health, Quill and Cask) spread roughly 18 Signup, 15 Activated, 12 Engaged, 9 Proposal, and 6 freshly Closed, with start dates inside the last 3 weeks; plus about 45 closed trials from the last quarter marked Won or Lost with their source, seats, and plan. Plant this story: Partner referral trials convert around 52 percent while Paid ads convert around 14 percent, yet Paid ads supplies the largest share of current trials, so the conversion chart makes the mismatch jump out. Behavior: every stat and chart computes from the trial records; days left computes from each end date. Owner workloads should look uneven enough to feel real. Visual identity: a burnt orange accent on a warm light base for primary actions, active view tabs, and chart emphasis.
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